Associating a Person to an Account
Prerequisites
To associate a person to an account, you should have:
-
Account relationship types defined in the application
Procedure
To associate a person to an account:
-
Ensure that the Persons page is
expanded in the Customer Registration - Add Account screen when you are adding or editing the account of a person.
The Persons page contains the following fields:
Field Name Field Description Mandatory (Yes or No) Person ID Used to indicate the person you want to associate with the account. Note:The Search (
) icon appears corresponding to the Person ID field. On clicking the Search icon, the Person Search window appears.
On specifying the person, the concatenated string of information about the person appears below the Person ID field.
Yes (Conditional) Note: This field is required while associating a person to an account.Person Name Displays the name of the person. Not applicable Main Customer Used to indicate whether the associated person is the main customer of the account. No Financially Responsible Used to indicate whether the associated person is financially responsible for the account’s debt. No Account Relationship Type Used to indicate the relationship of the associated person with the main account. Yes (Conditional) Note: This field is required while associating a person to an account.Note: By default, the details of the main customer appears in the Persons page. Click the Add () icon to associate a new person to the account.
- Enter the required details in the Persons page.
- Add the bill routing information of the person in the Bill Routing Information section, if required.
-
If you want to associate more than one person to the account,
click the Add (
) icon and then repeat step 2.
Note: However, if you want to remove a person from the account, click the Delete () icon.
-
Click Validate and Save.
The person is added to the account.
Related Topics
For more information on... | See... |
---|---|
How to define a customer registration | Defining a Customer Registration |
How to edit a customer registration | Editing the Customer Registration Details |
How to copy a customer registration | Copying a Customer Registration |
How to add an account for a person | Adding an Account for a Person |
How to edit the account details of a person | Editing the Account Details of a Person |